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Dec 18, 2012
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margin ways, specifically india and china. you have large dividend yield, low debt, very cheap and will hold up better because expectations, there's not many of them. the stock is, i think, a very good opportunity because expectations are so low. >> mack, good to see you. >>> time now for what you might have missed in pops and drops. arcos dorados. >> it's playing it down low. it isn't that great a move. i think you wait to buy it above the 50, $12.90, great stock. >>> baker hughes, up 3%. >> some negative comments, took bhi down and the comments at bhi were not really as negative as the street thought. at $42 a little room on the upside. will take you higher. >> abercrombie. >> too expensive for me. can't get on board here. >> down 1%. >> keep your eyes on your fries. this thing is a big deal. a lot of people in bonds, a lot of flow into bonds. they could head out. i think you see follow through and cut our fixed exposure to 2%. >> mike. >> today, there was news the eu might require larger warning labels on cigarettes, negati
margin ways, specifically india and china. you have large dividend yield, low debt, very cheap and will hold up better because expectations, there's not many of them. the stock is, i think, a very good opportunity because expectations are so low. >> mack, good to see you. >>> time now for what you might have missed in pops and drops. arcos dorados. >> it's playing it down low. it isn't that great a move. i think you wait to buy it above the 50, $12.90, great stock....
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Dec 19, 2012
12/12
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>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this capacity that needs to be reduced is continuing to grow. so, we think capacity in china is going to row. you have much more supply than the demand. we continue to see price pressure. >> gordon, one of your competitors, i think tend of november, has a $50 price target on the stock. mentioned their cash flow. i'm not asking you to talk about their call but can you talk about their cash flow? do they have a healthy situation? >> that's a good point. where the projects they have, they will have the cash. but once the projects are over, if you look at first solar's earnings over the past four quarters, quarters whe
>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this...
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Dec 26, 2012
12/12
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. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on monday who visited stores over the weekend, said, you know what, the traffic was good. they went back to their promotion always and brought people back in. >> until there's an actual turn in the data, i don't care what a store looks like on a tuesday. i can't invest based on that. when we look at the data, technically, the stock's been acting a little better. there's a ton of shorts in this thing, though. that's hard to go by and there's just not turn yet. i'd rather buy the thing higher when there's some sense that the business has stabilized. i don't want to buy it here where we really have no idea when these metrics bottom
. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on...
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Dec 27, 2012
12/12
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this whole sector's had a nice rally on positive china data. so, i think the stock is just pulling back a little bit more than 2% today, but still in a bullish formation. >> and we have a drop here for presents. a drop for presents? tired of tube socks? sick of scarves? here's a problem that many people face. what do you do with the unwanted holiday gifts? more than 350 users have posted items on ebay with the heading unwanted christmas presents and with many rejected presents still wrapped, you can strike it rich on one of these unloved gifts. >> you just had to throw the inlaws in there, right? >> not like i have any experience. but i would imagine that might be difficult. >> that's the regifting move. i like it. >>> coming up next, call it the hottest trade on earth. why a plunging yen is creating big opportunities. >>> and later, the "twilight" movie saga grossing $3 billion for lionsgate. we find out what's next for the company as its stock soars. that's coming up next. ♪ ...could end with adding a close friend. the lexus december to rem
this whole sector's had a nice rally on positive china data. so, i think the stock is just pulling back a little bit more than 2% today, but still in a bullish formation. >> and we have a drop here for presents. a drop for presents? tired of tube socks? sick of scarves? here's a problem that many people face. what do you do with the unwanted holiday gifts? more than 350 users have posted items on ebay with the heading unwanted christmas presents and with many rejected presents still...
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Dec 3, 2012
12/12
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china has experienced slowing growth over the past seven quarters. fast or fiction the chinese economy is picking up at this point. tim, what do you say to this? >> fast. >> fact. >> i'm going to call this a fast because i do agree that they have turned the corner on the industrial side and the manufacturing side and the consumer side. housing prices have ticked up. our friend dave does a consumer survey that i think is very accurate and it goes to the more organic growth side and i think the consumer has turned. remember the shanghai comp is not the chinese economy. if you look at technical indicators there are guying screening the table. i do think china looks very interesting for a lot of people. >> i think people at home are going to start thinking to themselves what happened to yum brands. >> so did tiffany. >> why the disconnect here? >> you have to understand that yum has a couple of specific issues. yum is not the only guy out there. >> it is the biggest guy out there. >> i think when you have competition and their comps were significantly hi
china has experienced slowing growth over the past seven quarters. fast or fiction the chinese economy is picking up at this point. tim, what do you say to this? >> fast. >> fact. >> i'm going to call this a fast because i do agree that they have turned the corner on the industrial side and the manufacturing side and the consumer side. housing prices have ticked up. our friend dave does a consumer survey that i think is very accurate and it goes to the more organic growth side...
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Dec 20, 2012
12/12
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it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness in china, talked about inventories in china. >> we suffered the china weakness in the june quarter. that's where these guys -- they missed, they got destroyed that day and this is a company that has actually typically beat it over the last two years. but china is 11% of their sales. as much as it's exciting to talk about nike in china, this is not their holy grail. they still need to compete. the u.s. is 37% of sales. europe is 17% of sales. at 20 times earnings, these guys with 20% roe, these guys are worth owning here and 2% div. broke through 100, the stock actually looks like it's breaking o
it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness...
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Dec 17, 2012
12/12
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their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is fascinating. the 920 phone and the fact they actually have a contract with china mobile. 700 million subscribers, more than that. this company with the windows 8, i think there's a lot of different catalysts out there. we saw you unusual activity in this name. it was trading around $2. today, $4 a share. i think nokia's not going to beat up on apple, but if you want performance, that's the name to be in. >> gain market share at apple's expense? >> i think they can gain some market share. i don't know if it's at apple's expense, htc, whoever it is going
their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is...
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Dec 12, 2012
12/12
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but you are seeing on the high end, particularly the ones that are exposed to asia, to china, like a tiffany's, those are definitely had some issues and i think they may continue to have issues. >> the one that i just look at all the time, just want to shoot myself, kors. they have done a fantastic job. i sold it early and couldn't jump back in. >> the price is really interesting. all these names that we just mentioned. in a market today, when we were up, almost a percent after the fed meeting, tiffany's, coach, underarmour, some of the kind of higher end consumer names were acting very poorly and a lot of them have acted really contrary to the way the market has in the recent run since mid-november. to me, kind of telling you something. also on a day, we talked about it earlier, walmart, dollar gen yesterday, target are breaking down. retail is hitting a wall here and it may be because q-4 is as good as it gets. >> let's get another aspect. mike, you're watching shares of delta. bullish activity here. >> yeah, it was interesting. we saw big spread trade actually, someone looked like
but you are seeing on the high end, particularly the ones that are exposed to asia, to china, like a tiffany's, those are definitely had some issues and i think they may continue to have issues. >> the one that i just look at all the time, just want to shoot myself, kors. they have done a fantastic job. i sold it early and couldn't jump back in. >> the price is really interesting. all these names that we just mentioned. in a market today, when we were up, almost a percent after the...
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Dec 11, 2012
12/12
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we talked about this on "fast money" a couple of years ago, when -- >> when china restricted rare earth, this was a great stock to be in. it became a broken momentum stock, the story started to fall apart. the last couple of davedays, th stock was up 20% to 30%. >> it's gone from six bucks around the s.e.c. probe time, $11.33 and actually gave back after hours, really effectively what it gained today. the stock still looks some what bull proof -- >> really? >> despite the fact you've seen a move after hours in the change on the ceo, there are some people that said, this guy needs to go. and i think there were questions about the surrounding s.e.c. probe, there were questions about the mine in california, so, i think people might be ultimately outside of, there's never, you know, consistency and some vision from the top, is what everybody wants to see and we don't exact lly know what wee going to get. this isn't necessarily bad news. i'm really saying, a stock that's run this much, for this kind of reaction, i'm just saying, this is not a huge reaction. >> we should be clear. the company
we talked about this on "fast money" a couple of years ago, when -- >> when china restricted rare earth, this was a great stock to be in. it became a broken momentum stock, the story started to fall apart. the last couple of davedays, th stock was up 20% to 30%. >> it's gone from six bucks around the s.e.c. probe time, $11.33 and actually gave back after hours, really effectively what it gained today. the stock still looks some what bull proof -- >> really? >>...
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Dec 12, 2012
12/12
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we will have calmed eurozone fears, revived china and an emerging world. gear u.s. recovery, which is operating on far more cylinders. housing activity. bank lending. falling unemployment rate. and finally, we would have restored a lot of debt balance sheet. that's a lot of positive force for the economy in 2013. i don't think it needs more fed involvement. >> likely to get something, though. i think we can both agree on that. what about the cliff? >> i think the cliff -- i think it's going to sound ugly and mean because that's the way you negotiate right up until the end of the year. i think we're going to get a modest tax hike, modest spending cut, and extend a lot of the existing relationships to live to fight for another day. >> jim, stick around as we kick it around with the traders. financials, that's what jim likes. >> i think the market is playing a game of three-card monty right now. you have the fed on one side, fiscal cliff in the middle, and i think earnings is actually where the coin is. that's where the prize is. i think the market is vulnerable becaus
we will have calmed eurozone fears, revived china and an emerging world. gear u.s. recovery, which is operating on far more cylinders. housing activity. bank lending. falling unemployment rate. and finally, we would have restored a lot of debt balance sheet. that's a lot of positive force for the economy in 2013. i don't think it needs more fed involvement. >> likely to get something, though. i think we can both agree on that. what about the cliff? >> i think the cliff -- i think...
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Dec 11, 2012
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we're bringing up apple in china. right now they're saying iphone 5 sales are running 50% ahead of what iphone 4 sales were in 2010. that's fairly significant if it turns out to be true. the source for that is macbook translating data from chinese. that's making the rounds. i think people are looking at this aspect of wait a minute. this is a whole growth market that maybe is not in all the -- people are bullish on the china story. but maybe not enough. i think that's giving it to credence here. >> stocks off session highs after those comments from speaker boehner. really, we're hanging in there truth be told. dow up 106 points. when "halftime" returns we zero in on the health of financial stocks from the floor and more companies announcing special dividends as the nation gets closer to the fiscal cliff deadline. deutsche bank top u.s. equity strategist david bianco tells us who can be next. >>> later, can amazon deliver more joy to investors as holiday crunch time takes a new level. shares up 45% this year. we debate
we're bringing up apple in china. right now they're saying iphone 5 sales are running 50% ahead of what iphone 4 sales were in 2010. that's fairly significant if it turns out to be true. the source for that is macbook translating data from chinese. that's making the rounds. i think people are looking at this aspect of wait a minute. this is a whole growth market that maybe is not in all the -- people are bullish on the china story. but maybe not enough. i think that's giving it to credence...
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Dec 26, 2012
12/12
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it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my belief is, look, they're coming after this consumer discretionary spending. they came after the luxury end. they came after coach. there's not much juice to squeeze out. on the other side of that that gives the potential for coach to rally. >> i'd rather go to nordstrom. i'd rather play the luxury end. >> why nordstrom? >> i'm not counting on coach and coeurs. the high end consumers, there are have i few places for them to go in terms of broad line. >> the high end consumer rolls over altogether both you guys lose? >> absolutely. what i'm saying is that you're going to lose less. in the luxury space i mentioned before tiffany, i think the benefit that you have with tiffany, this is another name that you could play, is you've got that exposure to the potential recovery i
it's not in china play. no, they have a small percentage of their sales in china and some tourist business here so you can forget about that, but even if it were, china sales are down. >> and i think we're saying the same thing in essence. my belief is, look, they're coming after this consumer discretionary spending. they came after the luxury end. they came after coach. there's not much juice to squeeze out. on the other side of that that gives the potential for coach to rally. >>...
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Dec 10, 2012
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i do think you are definitely seeing some momentum pick up in china. and some of the nonbelievers are starting to become believers. and the data over the weekend was pretty compelling. other than the trade data and the export data, which i think people are expecting it to be a little bit soft given what's going on in the global world. but you look at retail sales and industrial production at new eight-month highs, i think that's very encouraging. fxi and industrials. >> i knew that was true when steve weiss said he was buying the fxis. >> i was smiling. >> manufacturing is clearly retrenched with the concerns surrounding the fiscal cliff. we see that, all the numbers, you have to believe a little certainty. manufacturing comes back. the material space, which is so tied to the chinese growth. i think that's in particular a sector you could look at. i think you could even, and i'm warming up to something that i haven't liked all year, but you could even look at the steel space and some of those names in there, and i think that would be a focus area. >> w
i do think you are definitely seeing some momentum pick up in china. and some of the nonbelievers are starting to become believers. and the data over the weekend was pretty compelling. other than the trade data and the export data, which i think people are expecting it to be a little bit soft given what's going on in the global world. but you look at retail sales and industrial production at new eight-month highs, i think that's very encouraging. fxi and industrials. >> i knew that was...
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Dec 18, 2012
12/12
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weak dollar, stabilizing europe, better data out of china, those are the headwinds that that may be predicting, right? >> absolutely. i think that brent is going to hold up pretty nicely. we see brent up $100 a barrel. i just think that wti crude oil is very heavy. in fact, if you look at a lot of the grades around the midwest, they are really starting to feel very heavy. there's not much demand for those grades. in fact, we've seen western canadian select trading at # $4 a barrel in the last couple of we cans. this is the canadian crude coming into the u.s., giving a big discount. and wti, frankly, is going to be experiencing some of this pressure from the outside. there is going to be limited capacity in the next 18 months. so something has to give. it's either producer slow down or, you know, we get crude oil he can ports approved out of this country and this problem will be solved. but i don't know. i ask you guys. >> i've got a trader right here who heard 50 bucks and almost fell out of his chair. weiss? >> i don't see it. there's no way it's going to happen because the spread will be too
weak dollar, stabilizing europe, better data out of china, those are the headwinds that that may be predicting, right? >> absolutely. i think that brent is going to hold up pretty nicely. we see brent up $100 a barrel. i just think that wti crude oil is very heavy. in fact, if you look at a lot of the grades around the midwest, they are really starting to feel very heavy. there's not much demand for those grades. in fact, we've seen western canadian select trading at # $4 a barrel in the...
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Dec 20, 2012
12/12
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then you also have china that we talked about. i thinks that really what's going on in under lying market. >> bill ackman is laying out his short case against herbal life. >> are we into hour two and a half now? >> we're well into hour three. >> ackman is back up as it were. >> it not terribly unusual for ackman. there's a lot of history about looking at what is a pyramid scheme, et cetera. the up shot that herbalife is a pyramid scream and should be treated like one. here's how ackman speaking about an hour ago described it. >> i believe herballife products general dili do what they say they're going to do. the problem is you're commodities. but key to all of these of these games is deception. you have to skrons unwitting participants this is really an attractive opportunity. >> not a great quality of video but you do see him speaking of hits own words. and it was ackman and it would have his associates who walked through this thesis in great detail. sold at a deep discount, making claims about its sales figures tough to believe
then you also have china that we talked about. i thinks that really what's going on in under lying market. >> bill ackman is laying out his short case against herbal life. >> are we into hour two and a half now? >> we're well into hour three. >> ackman is back up as it were. >> it not terribly unusual for ackman. there's a lot of history about looking at what is a pyramid scheme, et cetera. the up shot that herbalife is a pyramid scream and should be treated like...
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Dec 28, 2012
12/12
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all of those things lead us to be believers in the china story. on europe we've been early and big believers in the draghi road map. yes they're in a mild recession. we think they come out of it in the second half. >> which is why i'm going more toward the second half. >> but the debt markets, the sovereign credit markets we think remain stable. and u.s. equities are more correlated to the spanish and italian bond yields than they are to european gdp. we likehe european influence next year. >> let's say your focus is more on the united states right? if you're buying stocks, you believe your thesis that we're going to get to 1550 at a minimum consumer discretionary is tops on your list the second best performing sector this year behind financials. you think that continues to work why? >> we've seen profit taking on the cliff but by the same token this is an area that has the most to gain if we get a cliff deal and that is our base case. we also like industrials. there we don't think the china recovery and the better tone in europe are fully priced.
all of those things lead us to be believers in the china story. on europe we've been early and big believers in the draghi road map. yes they're in a mild recession. we think they come out of it in the second half. >> which is why i'm going more toward the second half. >> but the debt markets, the sovereign credit markets we think remain stable. and u.s. equities are more correlated to the spanish and italian bond yields than they are to european gdp. we likehe european influence...